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David Sims, Financial Advisor serving the Kansas City, MO area - Ameriprise Advisors

David Sims

MBA

Financial Advisor

Financial Planning Specialist
Ward, Fuller & Associates
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 6 reviews
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Christian Financial Strategies
  • Saving for Education
  • Retirement Planning Strategies

Education

  • Bachelor of Science in Consumer Economics & Housing from Cornell University in Ithaca, NY
  • MBA with a concentration in Finance from the University of Oklahoma in Norman, OK

Previous experience

  • Financial Advisor at Edward Jones, 2010-2014
  • Vice President/Relationship Manager in Retirement Plan Services at M&I Trust Company, 2005-2010
  • UMB Bank, Relationship Manager 1998-2004
  • Boatman's Trust Company, Retirement Plan - Administrator 1996-1998

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Community participation

St. Marks United Methodist Church - Treasurer

St. Mark's United Methodist Church PDO - Board Member

Johnson County Library - Treasurer

Johnson County Library - Former Board Chair

I also participate or have participated in the following activities:

  • Coached my daughter Abby's soccer team
  • Riverside Chamber of Commerce - Member and Past President
  • Great American BBQ Contest - Past Contestant Host Chair
  • Kansas City Explorers WTT Tennis - Volunteer

Interests

*I am married to Heather and have two daughters: Abby (13) and Catherine (9)

*Most of my time is spent with my family, playing with my two girls.

*I enjoy golf, and currently trying to get Catherine to play. I coached Abby in indoor soccer and enjoy watching her outdoor team from the sidelines.

*While I like to watch most sports, my favorite sport is wrestling. I have attended 21 NCAA championships, including 2 as a participant representing Cornell. At Cornell, I was captain of the team that placed 10th in the country.

*My favorite teams are, Cornell Big Red, Oklahoma Sooners, KC Royals, Sporting KC, KC Current and Philadelphia Eagles

Connect with us

David Sims may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

AR License #5290805

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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